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Great Valley Advisor Group’s Air Products & Chemicals APD Stock Holding History

Great Valley Advisor Group’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$966K Buy
3,325
+1,195
+56% +$329K 0.02% 519
2025
Q4 		$526K Sell
2,130
-13,316
-86% -$3.38M 0.01% 610
2025
Q3 		$4.21M Sell
15,446
-2,361
-13% -$683K 0.08% 208
2025
Q2 		$5.02M Sell
17,807
-16,415
-48% -$4.49M 0.11% 174
2025
Q1 		$10.1M Sell
34,222
-125
-0.4% -$38.5K 0.22% 113
2024
Q4 		$9.96M Buy
34,347
+18,842
+122% +$5.92M 0.22% 105
2024
Q3 		$4.62M Buy
15,505
+673
+5% +$184K 0.11% 177
2024
Q2 		$3.83M Buy
14,832
+2,513
+20% +$637K 0.11% 200
2024
Q1 		$2.98M Buy
12,319
+455
+4% +$111K 0.09% 221
2023
Q4 		$3.25M Sell
11,864
-1,089
-8% -$299K 0.11% 187
2023
Q3 		$3.67M Buy
12,953
+1,455
+13% +$427K 0.15% 157
2023
Q2 		$3.44M Buy
11,498
+544
+5% +$155K 0.14% 160
2023
Q1 		$3.15M Buy
10,954
+982
+10% +$287K 0.15% 167
2022
Q4 		$3.07M Buy
9,972
+231
+2% +$65.1K 0.16% 156
2022
Q3 		$2.27M Buy
9,741
+407
+4% +$101K 0.13% 174
2022
Q2 		$2.24M Buy
9,334
+694
+8% +$169K 0.12% 180
2022
Q1 		$2.16M Buy
8,640
+809
+10% +$208K 0.13% 190
2021
Q4 		$2.38M Buy
7,831
+8
+0.1% +$2.35K 0.15% 160
2021
Q3 		$2M Buy
7,823
+815
+12% +$225K 0.14% 174
2021
Q2 		$2.02M Buy
7,008
+919
+15% +$270K 0.15% 164
2021
Q1 		$1.71M Buy
6,089
+237
+4% +$64.4K 0.16% 142
2020
Q4 		$1.6M Buy
5,852
+197
+3% +$55.5K 0.17% 136
2020
Q3 		$1.69M Buy
5,655
+3,687
+187% +$1.06M 0.21% 107
2020
Q2 		$475K Buy
+1,968
New +$449K 0.08% 242

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Valley Advisor Group's APD Position: Q1 2026 in Review

Great Valley Advisor Group increased its Air Products & Chemicals (APD) stake by 56% in Q1 2026, buying an estimated $329K and bringing the position to 3,325 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #519.

Great Valley Advisor Group first reported a position in APD in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Great Valley Advisor Group held 3,325 shares of Air Products & Chemicals worth $966K as of Q1 2026.
  • Great Valley Advisor Group bought 1,195 Air Products & Chemicals shares in Q1 2026, an estimated $329K.
  • Air Products & Chemicals made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #519 holding.
  • Great Valley Advisor Group first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 24 quarters since.
  • Great Valley Advisor Group's Air Products & Chemicals position peaked at $10.1M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.